by It’s important to know what data flow between Xero and Ace Receipts
See the below diagram to see what data is used and why and when
Initial Setup
When initially setting up the integration you can import the accounts, contacts and tax rates from xero, and this will allow you to map them to the correct areas during your workflow.
Conversion Tools
These handy tools are designed to save a lot of time fixing mistakes.
We get a report of the spend moneys in your bank accounts and then we are able to convert them to bills with the same attachments and accounts as the original spend moneys.
Also when someone has made the mistake of adding bills as credit notes then we can convert those to bills and remove the original credit note.
Receipts
NDIS Remittance Matching Tool
Reporting Tools